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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Is there any possibility that you could add start date to the portfolio reports. You give the start price but not the start date. Or you could add a column giving the compound annual return. This would be more meaningful than the return since inception column.

Is there any way I can access all the transactions made in the portfolios. I can go back thru the monthly reports but that is a lot of work. To add to that the sell prices are not given, only that the position was sold. I also noticed that when you add to or divest part of a position, the start price is not adjusted.
Read Answer Asked by Rob on January 17, 2022
Q: FSZ bought back a large block at much lower price than the market. Would you guess that this is part of a larger plan, perhaps restructuring, merger...etc. Since they spent lots of cash, would that also constrain them from an acquisition. With high dividends, cash flow and low P/E why this stock is not getting traction? Appreciate your opinion, thanks
Read Answer Asked by Saad on January 14, 2022
Q: looked over the recent 5iR balance and income portfolios as of the end of December and saw more than 5% in cash for each of these two portfolios.....I wondering - will you deploy some of this cash in the next 5iR Update???......and will this update be coming out, like in the next week???.......or do you expect to defer deploying the cash until there is a clearer market, aka positive sentiment and also momentum??? .........curious Tom
Read Answer Asked by Tom on January 12, 2022
Q: I have these 2 in a TFSA, where the goal is to maximize growth. Do you see either as still having good growth ahead or are there other equities with more potential. If you still like the 2, which would you want your investment to go? FYI, currently about GSY @2.5.% weight and TFII @ 3.5%. Many thanks for your excellent service.
Read Answer Asked by Leonard on January 12, 2022